← All themes Data Centers & Digital Infrastructure

Interconnect & Colocation

Colocation and interconnect providers rent space, power, and direct network connections to tenants who do not want to build their own facilities. Their value comes from the density of networks meeting in one building.

19 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
101	HA Harbor Advisors West Palm Beach, Florida	$241M	-$10.9M	3	34.82%	Reduced
102	CIBC Bancorp USA Chicago, Illinois	$236M	+$221M	3	0.32%	New
103	STRS Ohio Columbus, Ohio	$234M	-$18M	4	0.93%	Reduced
104	Alkeon Capital Management New York	$229M	$0	1	0.39%	Maintained
105	Vontobel Holding Zurich, Switzerland	$224M	+$41.3M	5	0.77%	Increased
106	Vanguard Investments Australia Victoria, Australia	$219M	+$204M	5	0.63%	New
107	HRES Heitman Real Estate Securities Chicago, Illinois	$212M	-$11.9M	3	15.26%	Reduced
108	Rathbones Group Liverpool, United Kingdom	$210M	-$7.03M	1	0.84%	Reduced
109	Retirement Systems of Alabama Montgomery, Alabama	$209M	-$194K	3	0.7%	Reduced
110	W.H. Reaves & Co Jersey City, New Jersey	$209M	+$20.1M	3	3.47%	Increased
111	TCM Tekne Capital Management New York	$204M	$0	1	86%	Maintained
112	Railway Pension Investments London, United Kingdom	$202M	-$15.9M	1	2.88%	Reduced
113	DG DigitalBridge Group Boca Raton, Florida	$195M	+$43.2M	3	12.3%	Increased
114	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$194M	+$10.7M	7	0.17%	Increased
115	ABN AMRO Bank Amsterdam, Netherlands	$194M	-$16.5M	1	2.09%	Reduced
116	Allianz Asset Management Munich, Germany	$191M	+$8.97M	5	0.2%	Increased
117	ACM AEW Capital Management Boston, Massachusetts	$191M	-$23.9M	2	13.88%	Reduced
118	Capital World Investors Los Angeles, California	$191M	-$24.9M	1	0.03%	Reduced
119	Swedbank Stockholm, Sweden	$186M	-$17.1M	3	0.2%	Reduced
120	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$173M	-$212M	3	0.28%	Reduced
121	Bank of Montreal Toronto, Ontario, Canada	$171M	-$22M	6	0.06%	Reduced
122	Aviva London, United Kingdom	$169M	+$4.06M	3	0.28%	Increased
123	Balyasny Asset Management Chicago, Illinois	$168M	-$256M	8	0.22%	Reduced
124	Macquarie Group Sydney, NSW 2000, Australia	$168M	-$14.2M	3	1%	Reduced
125	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$167M	-$7.76M	3	0.41%	Reduced